T
$87.2M Total AUM
$87.2M Disc. AUM
-- 3Y CAGR
1 Employees
200 ADV. Clients
34 yrs Firm Age
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- Custodian
- Merrill Lynch · Morgan Stanley · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-1991
- Office Locations
- 1
Office Locations
-- Syracuse NY
About Timothy J. Ellis, Inc.
Timothy J. Ellis, Inc. is a Syracuse-based RIA. The firm has been operating for 34 years. Managing $87.2M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and Morgan Stanley.
Team overview
-- AVG AGE
$87.2M AVG AUM / ADVISOR
$436.2K AVG AUM / CLIENT
35 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TIMOTHY JOHN ELLIS
Chief Compliance Officer, President
- CRD
- #4648165
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,168,061 | $447,016 |
| Non-Discretionary | $69,967 | $13,993 |
| Total | $87,238,028 | $436,190 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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